- How to share documents in Google Docs for tasks completed in Asana
- 1. Add the Asana "Task completed" trigger
- 2. Add the Google Docs "Share a document" automation
- 3. Turn on the playbook
- Learn more about integrating with Google Docs and Asana
- Related blog posts
- More how-to guides featuring Google Docs and Asana
How to share documents in Google Docs for tasks completed in Asana
Add the Asana "Task completed" trigger
Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.
Click "Add trigger" and select "Task completed" under Asana. Then, select the project. This trigger will automatically detect all the completed tasks in Asana to share documents in Google Docs.
If this is your first time using an Asana integration in Relay, you'll be prompted to connect your Asana account.
Add the Google Docs "Share a document" automation
Integrate the Google Docs into your playbook to automatically share a document whenever a task has been completed in Asana.
Add a new step and select "Share a document" from the list of Google Docs automations.
Connect Google Docs to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Asana to automatically pass along the right data.
Turn on the playbook
Activating your playbook is the final step to automate sharing a document in Google docs. Once turned on, it will automatically share a document in Google Docs whenever it detects a completed task in Asana without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.